What is estate planning?

​Estate Planning is creating a comprehensive plan to protect you, your loved ones, and your assets in the event of your incapacity or death.  The necessary documents are a will, possibly one or more trusts, a financial power of attorney, a healthcare power of attorney, a healthcare directive, and, for parents with young children, the nomination of guardians to raise your kids if you aren’t around to do so.

Putting together a comprehensive Estate Plan will allow you to guide and protect your loved ones, plan a smooth transition of your assets, and leave a lasting legacy for your family. 
 
If you want to discuss putting together a comprehensive Estate Plan for you and your loved ones, contact me: ann@manleyfirm.com.